See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,831 | $198,466-14.9% | $170,442-0.9% | $147,584+14.4% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 12.63% | 257.29%-244.7pp | 205.93%-193.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $1,459 | $6,184-76.4% | $5,433-73.1% | $4,876-70.1% |
| Participant deferral / active EE | $2,314 | $5,629-58.9% | $4,939-53.2% | $5,439-57.5% |
| Admin fee / account holder | $120 | $16,852-99.3% | $13,880-99.1% | $10,885-98.9% |